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Research Reports on Mining Opportunities | Soochow Securities: Guangdong Topstar Technology has strong growth potential, maintaining a "Shareholding" rating.
According to the Soochow Research Reports, Guangdong Topstar Technology (300607.SZ) is creating an integrated general robot motion control platform called "Sense-Compute-Control" through its subsidiary Matrix Intelligent Control Technology, focusing on humanoid robot motion control technology. With close cooperation with Huawei and geographical advantages, Guangdong Topstar Technology is expected to make breakthroughs in the humanoid robot field and strengthen its advantageous position within the Huawei Industry Chain. At the same time, the company is increasing investment in intelligent technology research and development, launching a CNC system with intelligent monitoring and fault diagnosis functions to enhance equipment stability and usability. The company's Business is in a transformation period, focusing on three main areas: machine tools / DKM Injection Machine / Siasun Robot&Automation.
Guangdong Topstar Technology (300607): The three major product lines are advancing together, partnering with Huawei to enter the humanoid robot market.
Focusing on multi-joint and Cartesian coordinate robots, partnering with Huawei to expand the humanoid robot track: (1) Industrial robots and automation application systems: the company focuses on multi-joint robots (such as the TX-MA series) and Cartesian coordinate robots (such as the TX-
Guangdong Topstar Technology (300607): Continuously promoting Global Strategy transformation, paying attention to the progress of the company's product Business.
Investment highlights: The DKM Injection Machine auxiliary business started the company, and Asia Vets opened up long-term growth space. The company was established in 2007, starting with the DKM Injection Machine auxiliary business, then in 2015, it expanded into Siasun Robot&Automation, and in 2021, it entered the five-axis CNC machine tool market.
The A-share low-altitude economy Sector continues to be active, with Landai Technology Group Corp. sharply hitting the upper limit, and Guangdong Topstar Technology both rising over 11%.
On February 25, according to Gelonghui, the A-shares low-altitude economy Sector became active again in the afternoon, with Landai Technology Group Corp. hitting the limit-up, Yuntian Lifa, Biaobang Co., Zhejiang Tiancheng Controls, and Sichuan Jiuzhou Electric previously hitting limit-up, Bozhong Precision, Guangdong Topstar Technology both rising over 11%, Orinko Advanced Plastics rising over 10%, and Hunan Oil Pump and others following suit. Reports indicate that relevant departments in Zhuhai are promoting the establishment of the Zhuhai-Macau low-altitude industry alliance to advance the application for a pilot program for urban air traffic management.
Express News | The Robot Concept stocks continue to perform strongly, with Shenzhen Zhaowei Machinery & Electronics and several other stocks hitting historic highs.
Express News | The Robot Concept stocks have partially rebounded, with Guangdong Topstar Technology rising over 10% to reach a historical high.